ROPE Institutional Ownership & Shareholders
COASTAL COMPASS 100 ETF (ROPE) is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.44M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Strategic Wealth Investment Group, Llc is currently the largest disclosed institutional shareholder of ROPE tracked by InsiderSet, reporting ownership valued at approximately $12.92M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.83M, representing an estimated gain of +7.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed ROPE value among the investors covered in this analysis. Major shareholders include Strategic Wealth Investment Group, Llc, Safe Harbor Fiduciary, Llc, Envestnet Portfolio Solutions, Inc., and several other long-term asset managers with concentrated positions in COASTAL COMPASS 100 ETF (ROPE).
This page ranks the largest institutional ROPE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
5
Total Reported Value
$16.44M
Largest Holder
Strategic Wealth Investment Group, Llc
Largest Position
$12.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
8
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Strategic Wealth Investment Group, Llc | 1.60% | 444,904 | $12,920,026 | $13,834,557 | +$914,531 | +7.08% | |
| Safe Harbor Fiduciary, Llc | 2.10% | 90,662 | $2,695,091 | $2,819,189 | +$124,098 | +4.60% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 27,333 | $812,535 | $849,936 | +$37,401 | +4.60% | |
| Wells Fargo & Company/Mn | 0.00% | 283 | $8,413 | $8,800 | +$387 | +4.60% | |
| Jpmorgan Chase & Co | 0.00% | 8 | $238 | $249 | +$11 | +4.52% |
Frequently asked questions about ROPE
Who are the largest institutional holders of ROPE?
The largest institutional holders of ROPE reported in the latest SEC Form 13F filings include Strategic Wealth Investment Group, Llc, Safe Harbor Fiduciary, Llc, Envestnet Portfolio Solutions, Inc., Wells Fargo & Company/Mn, and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported ROPE position.
What is ROPE institutional ownership?
This page tracks ROPE positions reported by institutional investment managers through SEC Form 13F. COASTAL COMPASS 100 ETF (ROPE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ROPE?
InsiderSet currently tracks 5 institutional managers reporting ROPE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ROPE shareholders.
How much ROPE stock do institutions own?
Institutional investment managers disclosed approximately $16.44M in ROPE holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ROPE institutional ownership last updated?
The latest ROPE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ROPE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ROPE position after the reporting date.
Are institutions buying or selling ROPE?
Institutional buying and selling can be analyzed by comparing ROPE positions across consecutive 13F reporting periods. InsiderSet's ROPE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ROPE ownership changes.
How has ROPE institutional ownership changed over time?
InsiderSet tracks ROPE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.